July, 2019

31JULY8:00 AM1:00 PMPortfolio Construction RoundtableJuly 31 • New York, NY

Event Details

Second Annual Portfolio Construction Roundtable AGENDA

IMEA’s Product Council brought together executives involved in Portfolio Construction and Model Portfolios for the second annual Portfolio Construction Roundtable. Conversation centered around the trends and challenges in this rapidly growing business area. The day included Cerulli presenting current research, client perspective from Morgan Stanley and Envestnet, as well as an intimate discussion on Establishing the Right Portfolio Construction Engagement Model.

Topics discussed include:

• Standard vs. Custom Model Construction Support
• Integrating Firm Asset Allocation Views
• Sales Professionals & Portfolio Construction Specialist Roles
• Leveraging Data
• Training
• Advisor Segmentation Strategy
• Digital & Web Client Engagement
• Open Discussion

 
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SCHEDULE

Tuesday, July 30, 2019 | 6:00 PM
Networking Dinner
Bobby Van’s Steakhouse
131 E 54th St, New York, NY 10022
Wednesday, July 31, 2019 | 8:00 AM – 3:00 PM
Portfolio Construction Roundtable
K&L Gates
599 Lexington Ave, 32nd Floor, New York, NY 10022

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Cost

$599

Hotel Information

The Benjamin
125 E 50th St, New York, NY 10022

 

InterContinental
111 E 48th St, New York, NY 10017

 

Courtyard Midtown East Marriott
866 3rd Ave, New York, NY 10022

Contact Us

816.454.9422 | Email Laura Klover

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